Customer​/Client Advocacy Specialist

Customer/Client Advocacy Specialist

Relationship Management Team | Franklin, TN (In-Office) | Monday - Thursday 9:00 AM – 5:00 PM, Friday 9:00 AM – 3:00 PM

Are you ready to be part of a team that values collaboration, growth, and creating exceptional experiences for clients? At Wesley Financial Group, we’re more than just a workplace – we’re a community that thrives on innovation, support, and making a difference.

• Comprehensive Benefits: Medical, Dental, and Vision Insurance.
• Secure Your Future: 401K with a generous company match.
• Time to Recharge: Generous PTO – start accruing from day one!
• Balanced
  
  Schedule:
  
  Enjoy great work‑life harmony with a friendly Monday‑Friday schedule.
• Celebrate & Connect: Participate in engaging company‑wide events, team‑building activities, and employee recognition programs.
• Onsite Perks: Access our fitness center, relax in team lounge areas, or enjoy food trucks and courtyard spaces.
• Growth &
  
  Coaching:
  
  Learn from industry professionals committed to your success.
• Diverse & Inclusive: We embrace what makes each team member unique!

• Manage both existing and new client files collaboratively within the team.
• Ensure timely submission of clients for release with accurate documentation.
• Serve as the main point of contact for clients, facilitating clear communication and setting expectations.
• Handle challenging client situations with strong de‑escalation skills.
• Negotiate effectively with clients and other contacts to achieve optimal outcomes.
• Manage a live call queue and team email inbox with responsiveness and professionalism.
• Maintain thorough, accurate client records in Salesforce.
• Deliver exit packages promptly and with attention to detail.
• Respond to emails, calls, and client feedback within 24 hours.
• Maintain consistent professional communication via phone, email, and mail.

• Proven negotiation and conflict resolution skills.
• Strong de‑escalation and problem‑solving abilities.
• Results‑driven and outcome focused.
• Excellent written and verbal communication skills.
• Exceptional interpersonal skills and professionalism.
• Ability to work independently and within a team.
• Strong time management and multi‑tasking abilities
  .
• Flexibility and adaptability in a fast‑paced environment
  .
• High attention to detail and accuracy.
• Ability to prioritize tasks and delegate when appropriate.
• Proficiency with Salesforce, Excel, Google Sheets, and G Suite.
• Prior customer service experience is required – minimum of 2 years.

This is more than just a job – it’s your chance to be part of something meaningful, in a workplace that values your unique talents and fosters your professional growth.

Yearly Salary: $50,000

Entry level

Full-time

Other

Apply now and discover what makes Wesley Financial Group truly stand out. We can’t wait to welcome you to the team!

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